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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-02-10 |
| TX | RA | APPROVED | 2023-02-10 |
Branch Locations
1900 N. Akard St. 5Th And 6Th Fl., Dallas, TX 75201 • United States
210 Park Ave Ste 2725 Floor 27, Oklahoma City, OK 73102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Oklahoma City | OK | 01/2023 | Present |
| J.P. Morgan Securities Llc | Oklahoma City | OK | 01/2023 | Present |
| Simmons Bank | Oklahoma City | OK | 07/2019 | 01/2023 |
| Bank Of Oklahoma | Oklahoma City | OK | 01/2018 | 06/2019 |
| Trust Company Of Oklahoma | Oklahoma City | OK | 01/2016 | 01/2018 |
Entity Name: Oklahoma City Ballet Investment related: No Address: 6800 N. Classen Blvd., Oklahoma City, OK 73116 https://www.okcballet.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Advisor/Officer Start Date: 07/30/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I do not serve as a Member of this Board of Directors, I only serve in an advisory capacity on the Investment Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-11 |
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